#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE! episode artwork

EPISODE · Aug 22, 2024 · 54 MIN

#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

from Retirement Planning Education, with Andy Panko

Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 )How to find a retirement planning tax specialist ( 8:16 )How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )Determining how much mega back door Roth contributions to do ( 22:02 )Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )My thoughts on "bullet" maturity bond ETFs ( 31:30 )Whether reducing withdrawal rates or setting up a bucketing system eliminates Sequence of Returns Risk in retirement ( 43:27 )To send Andy questions to be addressed on future Q&A episodes, email [email protected] in this episode:List of flat-free retirement planner referrals - hereLink to the Facebook group post about Sequence of Returns Risk - hereMy YouTube video on Sequence of Returns Risk - hereMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Episode metadata supplied by the publisher feed · Published Aug 22, 2024

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Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 )How to find a retirement planning tax specialist ( 8:16 )How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )Determining how much mega back door Roth contributions to do ( 22:02 )Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )My thoughts on "bullet" maturity bond ...

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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

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This episode was published on August 22, 2024.

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